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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,072 | $87,834+74.3% | $133,975+14.3% | $62,881+143.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 10.42% | 12.05%-1.6pp | 29.29%-18.9pp | 20.14%-9.7pp |
| Employer contribution / active EE | $8,328 | $3,482+139.1% | $5,211+59.8% | $2,281+265.1% |
| Participant deferral / active EE | $13,475 | $4,812+180.1% | $6,282+114.5% | $3,203+320.7% |
| Admin fee / account holder | $485 | $5,372-91.0% | $9,324-94.8% | $4,296-88.7% |